Today I woke up with a big smile on my face. Eaton Vance, my 4th largest position, was acquired by Morgan Stanley for 7 billion dollars. This made the stock shoot up approximately 50%.

Needless to say, I sold about 85% of my shares for a nice 47% gain (not counting years of dividends of course). While I’m happy for the gains, now I do have one less dividend paying stock, haha. On the other hand, I did make over $1000 in gains off of this sale so not bad.

I took some of the money and bought more ITOT, Kaiser Aluminum, and added QQQ to my Brokerage account as well.

In other news, I am very pleased with the way my TOTAL RETURN is going. The value of all of my accounts is going up rather nicely. Last month I was quite surprised with some of my value stocks like Hooker Furniture company, Westrock, and others. They all had fantastic months.

I’m not sure what positions I will be adding to this next month. Chewy, DR Horton, and QQQ are the most likely suspects.

In my IRA account, I did buy just a bit more Universal Forest Products today. With that account, I think ITOT and QQQ are about the only things I want to buy more. However, I may add some to Virgin Galactic, just for a risky “bet” as it has been very kind to me so far.